October 21, 2025
12:00 pm – 1:00 pm
Join us for an informative session focused on the essentials of ERISA plan documentation. Whether you’re new to benefits administration or looking to sharpen your compliance knowledge, this session will provide actionable insights and guidance.
Topics Include:
- Overview of ERISA plan documentation requirements
- Key content and distribution mandates for plan documents and SPDs
- Risks and consequences of non-compliance
- Understanding and using wrap documents to:
- Incorporate missing ERISA-required content
- Consolidate multiple benefits into a single ERISA plan
- Simplifying annual Form 5500 filings
- Best practices for reviewing and updating plan documentation
This session is a must-attend for HR professionals, plan administrators, and compliance teams. Stay ahead of the curve and ensure your documentation is in top shape!
***Click to Register***
